Advisor at Hackberry Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hackberry Capital Management
Location
Royse City, TX
Credentials
Series 65
Industry experience
8 years
15% of the increase in a Client’s net assets annually, subject to a high water mark, charged only to Qualified Investors who elect this fee.
Account minimum: The brochure states that minimum amounts may be set by offering documents or advisory agreements and may be waived by the Adviser; no specific dollar minimum is stated, so return null.
L3 Technologies
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, CFA®
Wylie, TX
7 Saturdays Financial
Hey! I'm Allen, founder of 7 Saturdays Financial. I'm a CFA Charterholder, CFP® professional, and proud recipient of Wealthtender's Voice of the Client award in 2025. Our team specializes in helping pre-retirees and retirees make the most of their "7 Saturdays a week". We're known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management. We currently serve ~30 families nationwide for their wealth management needs and operate exclusively on a flat-fee model. If you have questions like: - Will I be okay in retirement? - How much can I safely spend? - When should I claim Social Security? - How do I minimize my lifetime tax bill? - How should I structure my investments for this next phase? Then you might be a good fit for our firm. The first step is to learn about our Retirement Roadmap™ - a complimentary, three-meeting process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. To learn more, click the "contact" button, or visit Your Retirement Roadmap dot com. And be sure to check our ⭐⭐⭐⭐⭐ reviews at Wealthtender. I look forward to meeting you!
Series 63, Series 66
Rowlett, TX
Edward Jones
Series 66
Wylie, TX
Edward Jones
Series 63, Series 66
Lucas, TX
Fidelity
Bill Carter serves as Vice President and Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families, focusing on understanding their unique wealth systems and aligning their financial structures with their personal goals to promote harmony within their networks. Bill has been with Fidelity Investments since 2010, holding various positions including Regional Planning Consultant and Account Executive. His extensive experience within the firm has provided him with insights into wealth management tailored to complex family needs. He holds a California Insurance License, supporting his ability to address diverse financial planning requirements.
Series 66
Rowlett, TX
Edward Jones
Series 66
Rockwall, TX
Edward Jones
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